How do I merge territories?

How to Merge Territories on a Map

Merge your territories to have all the data at your fingertips in seconds! To merge by selecting territories follow these steps:
  1. Open your map.
  2. Click “Add.”
  3. Select “Overlay Boundaries.”
  4. Select a boundary and fill color.
  5. Click “OK.”
  6. Click the dropdown menu next to the boundary in the left sidebar.
  7. Select “Merge Territories.”
  8. Select “Select territories to merge.”
  9. Select “Next.”
  10. Click on all of the territories on the map that you would like to merge together.
  11. Once you’ve selected all the applicable territories, click “Merge.”
  12. Enter a name for the new territory, and click “OK.”
  13. Repeat steps 10-12 until you have merged all the territories you want.
  14. Click “Done.”
  15. Click “OK.”
Here are the steps to a shortcut for the method above:
  1. Follow steps 1-5 above.
  2. Expand the territory folder if necessary.
  3. Click the dropdown menu next to the shape within the folder, or right click on the territory, you want to merge.
  4. Select “Merge with.”
  5. Click on all of the territories on the map that you would like to merge together.
  6. Once you’ve selected all the applicable territories, click “Merge.”
  7. Enter a name for the new territory, and click “OK.”
  8. Click “OK.”
To merge all of the visible territories in a folder, follow these steps:
  1. Open your map.
  2. Click “Add.”
  3. Select “Overlay Boundaries.”
  4. Select a boundary and fill color.
  5. Click “OK.”
  6. Click the dropdown menu next to the boundary in the left sidebar.
  7. Select “Merge Territories.”
  8. Select “Merge visible territories from this folder.”
  9. Select “Next.”
  10. Enter a name for the new territory, and click “OK.”
  11. Click “OK.”
To merge all of the territories in a folder, follow these steps:
  1. Open your map.
  2. Click “Add.”
  3. Select “Overlay Boundaries.”
  4. Select a boundary and fill color.
  5. Click “OK.”
  6. Click the dropdown menu next to the boundary in the left sidebar.
  7. Select “Merge Territories.”
  8. Select “Merge all territories in this folder.”
  9. Select “Next.”
  10. Enter a name for the new territory, and click “OK.”
  11. Click “OK.”
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